Seagate Technology vs Dell: why the prices moved differently

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  Toshiba to double HDD capacity, intensifying competition Toshiba plans to invest $380 million to double its data-center hard drive production by 2027, aiming to raise its market share from 10% to 30%. This threatens Seagate's pricing power and market share, pushing STX shares down sharply.

  This is the major new competitive threat that directly caused Seagate's stock to fall 7-13%.

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  Seagate's HAMR technology drives revenue growth Seagate's second-generation HAMR drives (Mozaic 4) ship up to 44TB and are expected to make up 70% of shipments by fiscal 2027. This technological edge supports revenue growth and keeps Seagate ahead of rivals.

  It explains the ongoing positive driver behind Seagate's AI storage boom and stock outperformance.

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  Analysts highlight Seagate as top AI memory pick Zacks named Seagate a top-ranked memory stock for AI infrastructure, with fiscal 2026 revenue and EPS expected to rise 32% and 84%. This boosts investor confidence and supports the stock price.

  It shows continued analyst endorsement and strong earnings expectations, a key positive force for STX.

Based on 7 stories →

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  Seagate guides fiscal 2027 revenue growth above fiscal 2026 Seagate said fiscal 2027 revenue growth will exceed fiscal 2026's 34% gain, driven by cloud customers' mass-capacity storage demand and AI adoption. Nearline exabytes are already allocated through 2028, giving strong visibility. This pushes the stock up because it signals demand will stay hot for years.

  This is a new, concrete forward-looking growth signal that directly answers why STX is moving.

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  Blowout Q4 earnings confirm AI-driven demand Seagate's fiscal Q4 revenue rose 48.5% to $3.63 billion, EPS beat at $5.71, and gross margin hit 52.7%. Nearline capacity is almost fully allocated through 2027. This pushes the stock up because it shows the AI storage boom is translating into real profits.

  New earnings details and capacity allocation update reinforce the positive demand story.

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  AI leaders call for slowdown, sparking chip selloff CEOs of Anthropic, OpenAI, and SpaceX urged a deliberate slowdown in frontier AI model development over safety risks. Seagate shares fell 3.3% as investors feared a pause in AI infrastructure spending would curb storage demand. This weighs on the stock because it threatens the demand driver.

  This is a new risk event that directly pressured STX and could affect future demand.

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  Analyst $899 price target and fund buying highlight upside 24/7 Wall St. initiated coverage with a buy rating and $899.28 price target, citing sold-out capacity through 2027 and HAMR drives ramping to 44TB and 50TB. Fidelity also flagged Seagate as a top contributor. This pushes the stock up by boosting investor confidence.

  New analyst and fund endorsements provide fresh capital flow signals.

Based on 6 stories →

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  AI storage demand drives record results and huge stock gains Seagate's shares have soared over 200% this year as AI data centers buy up its high-capacity hard drives. Revenue jumped 48% and margins hit records, with nearline capacity sold out through 2026. This strong demand and pricing power push the stock up.

  This is the core new-period driver: accelerating AI demand and record financials that explain the stock's surge.

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  Broad AI rally and fund buying lift Seagate A rally in AI and semiconductor stocks, plus Goldman Sachs noting both hedge funds and mutual funds bought Seagate, shows wide investor appetite for AI infrastructure. This broad buying supports the stock price.

  New-period evidence of sector-wide AI enthusiasm and institutional demand that directly lifts STX.

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  Sandisk launches NAS SSDs, intensifying competition Sandisk expanded into network-attached storage with new SSDs, directly challenging Seagate's high-capacity hard drives and tiered-storage offerings. This competitive threat could pressure Seagate's market share and pricing, weighing on the stock.

  A new competitive development that could cap Seagate's growth and pricing power.

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  Data-center backlash may cap elevated valuations Jim Cramer warned that political opposition to data centers could slow the buildout and that the market may no longer justify high multiples for storage suppliers like Seagate. This cautionary view could limit the stock's upside.

  A new risk factor that questions the sustainability of the AI-driven valuation for STX.

Based on 8 stories →

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  Record earnings and raised guidance Seagate reported 48% revenue growth and record free cash flow of $3.1 billion, then guided next quarter revenue to $4.1 billion, well above estimates. The stock jumped 8% after hours. This shows Seagate is selling lots of high-capacity hard drives for AI data centers, pushing the stock up.

  This is the core new event that directly drives STX's price and confirms the AI storage boom.

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  Analysts hike targets on tight supply and pricing power Citi raised its target to $1,300, and Wedbush, Barclays, and Wells Fargo also lifted targets. Analysts say Seagate's nearline capacity is sold out through 2028, giving it unusual pricing power. This boosts investor confidence and can push the stock higher.

  Analyst upgrades and tight supply are key new drivers of STX's valuation and pricing power.

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  Memory selloff and competition fears On August 6, Seagate fell 6% as part of a broad memory selloff after SanDisk's outlook disappointed, and earlier Sandisk overtook Seagate in revenue. Weak consumer electronics and PC markets could limit storage demand. This pressures STX's price.

  This is a new negative development that highlights competitive and demand risks for STX.

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  Samsung warns of tightening memory supply, lifting sector Samsung warned of tightening memory supplies, boosting pricing power for manufacturers. Seagate gained 16% as part of a broad memory and storage rally. This suggests strong demand and pricing for storage products, pushing STX up.

  This new event directly lifted STX and signals favorable supply-demand dynamics.

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  Seagate's strong earnings and guidance show AI storage demand is booming Seagate reported 44% revenue growth and raised its multi-year target, then guided next quarter revenue to $4.1 billion, well above estimates. The stock jumped over 8% after hours. This shows Seagate is selling lots of high-capacity hard drives for AI data centers, which pushes the stock up.

  This is the core positive driver: Seagate's own results and outlook beat expectations, directly lifting the stock.

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  Analysts hike price targets, citing tight supply and pricing power through 2028 Citi raised its target to $1,300, and Wedbush, Barclays, and Wells Fargo also lifted targets. Analysts say Seagate's nearline capacity is sold out through 2028, giving it unusual pricing power. This boosts investor confidence and can push the stock higher.

  Analyst upgrades and tight supply reinforce the bullish case and directly influence STX's price.

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  New US tariffs on semiconductor supply chain raise costs for Seagate The US announced 10% to 12.5% tariffs on imports from 60 trading partners, including key chip supply chain countries. Seagate fell 3.1% as investors worry about higher costs and thinner margins. This tariff news pressures STX's price.

  Tariffs directly affect Seagate's cost structure and were a clear negative catalyst for the stock.

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  Memory supply surge fears trigger sector-wide selloff, dragging Seagate down Reports that China is developing DUV lithography and SK Hynix plans a 50% capex increase sparked fears of a memory supply flood. Seagate fell 7.2% premarket and is down 34% from its peak, though it later rebounded on earnings. This supply concern weighs on STX.

  The supply surge fear is a major negative force affecting the entire memory/storage sector, including STX.

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  Memory sector selloff drags Seagate down A sharp selloff in memory and storage stocks, sparked by weak HBM4 shipment estimates from SK Hynix and Samsung, pulled Seagate down over 4% on July 13 and nearly 4% on July 16. This sector-wide weakness pressures STX even though its own business remains solid.

  Explains the main negative force on STX this period.

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  Fears of Chinese memory competition On July 15, Seagate fell about 8% on fears that Chinese chipmaker ChangXin Memory Technologies is intensifying competition. On July 17, a new powerful Chinese AI model added to tech sector weakness, dragging Seagate down another 3%. These competitive threats weigh on STX's price.

  New competitive threat that directly pressures STX.

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  AI storage demand remains robust Janus Henderson reported Seagate returned over 100% in Q2 on strong execution, citing robust hard drive demand from AI inference and multimodal models, plus long-term customer agreements. Seagate projects Q4 revenue of about $3.45 billion, up from $3.11 billion, driven by AI infrastructure demand.

  Reinforces the core positive driver behind STX's long-term growth.

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  Seagate outpacing Nvidia on AI storage boom Seagate and Western Digital have delivered far stronger stock returns than Nvidia over the past year, gaining 464.5% and 662.8% respectively versus Nvidia's 22.6%. Both hold a Strong Buy rating, with Seagate's earnings expected to grow 84.3%, highlighting the AI storage opportunity.

  Shows STX's strong relative performance and growth outlook.

Based on 7 stories →

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  Wells Fargo upgrade and price target hike Wells Fargo upgraded Seagate to Overweight and raised its price target to $1,100 from $900, citing long-term nearline shipment growth of 25%+ and demand visibility into 2030. This boosts investor confidence and can push the stock up.

  A major analyst upgrade directly lifts sentiment and price targets, a key new driver for STX.

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  China may ease Nvidia AI chip import restrictions Reports that China may allow limited purchases of Nvidia H200 AI chips sent Seagate up 5.9%. More AI chips mean more data storage demand, benefiting Seagate's high-capacity hard drives.

  This is a new geopolitical development that directly boosts demand expectations for Seagate's storage products.

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  AI stock sell-off on sustainability concerns Despite strong Samsung earnings, memory and AI stocks fell as investors questioned the AI boom's durability. Seagate dropped nearly 5% on July 7 and 3.5% on July 8, showing how quickly sentiment can turn.

  This new sell-off highlights a real counterweight: even with strong fundamentals, STX is vulnerable to AI sentiment swings.

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  Analysts flag memory shortage and buying opportunity UBS raised memory pricing forecasts and said the DRAM shortage may last until 2028, calling the recent pullback temporary. Seagate rose 1.8% as analysts pointed to durable AI-driven demand and pricing upside.

  This new analyst view reinforces the supply-demand imbalance that supports Seagate's pricing power and revenue growth.

Based on 11 stories →

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  AI data center demand fuels record results Seagate's quarterly revenue jumped 44% to $3.1 billion, with data center sales up 55% to $2.5 billion. AI applications are creating massive amounts of data that need to be stored, and Seagate's high-capacity hard drives are in high demand. This strong demand pushes the stock up.

  This is the core driver of Seagate's recent surge and explains why the stock is moving.

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  Analysts raise price targets on extended shortage Morgan Stanley lifted its target to $1,035 and Mizuho to $1,090, citing a hard drive shortage that may last through 2028. Seagate also raised its own revenue growth target to at least 20% annually. Higher targets and company guidance boost investor confidence and the stock price.

  Analyst upgrades and company guidance directly influence investor sentiment and price targets.

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  AI chip sell-off and rate hike fears hit Seagate Seagate fell 6% after a report that SK Hynix is slowing its high-bandwidth memory expansion, rattling the AI-chip sector. Also, traders priced in 50 basis points of Fed rate hikes by December, pressuring high-valuation tech stocks. These factors can push Seagate's price down in the short term.

  This is a real counterweight that explains recent price weakness and risks to the stock.

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  High valuation raises downside risk Seagate trades at 102 times earnings after a 290% year-to-date gain. One analyst rates it a hold with a $1,010 target, implying 7.7% downside, and a bear case sees a 32% drop to $743. Stretched valuations make the stock vulnerable to any negative news.

  Valuation is a key risk that could limit further upside or trigger a pullback.

Based on 11 stories →

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  AI server orders top $130B, backlog $95B Dell has booked over $130 billion in AI server orders in a year and ended the quarter with a $95 billion backlog, with more than 6,500 customers. That huge pipeline supports future revenue and profit, pushing the stock up.

  This is the core new demand figure that answers why Dell is moving now.

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  Dell joins $15B Japan AI data center project Dell signed a memo with JERA and Realm to build one of Japan's largest AI data centers, a $15 billion project targeting 2028. This ties Dell's hardware and services to large-scale AI workloads, helping convert its backlog into deployed systems.

  A concrete new international project that expands Dell's AI infrastructure footprint.

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  Dell joins Nvidia's OpenShell AI safety ecosystem Dell became an infrastructure partner for Nvidia's OpenShell, which adds security controls to AI agents. Dell can sell deskside AI systems and deployment services, deepening its role in enterprise AI and supporting future sales.

  New technology partnership that broadens Dell's AI offerings beyond raw servers.

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  Memory and storage costs rise, supply stays tight Dell acknowledges component costs are climbing, especially memory and storage, and supply remains constrained across the AI chain. Higher costs could squeeze margins, though Dell has so far offset them with higher selling prices.

  The main counterweight to the AI boom that could pressure profits.

Based on 6 stories →

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  Record AI orders and $95B backlog Dell booked a record $60.9 billion in AI server orders and now has a $95 billion backlog, with 6,500 customers. This shows demand is far from fading, supporting future revenue and profit expectations, which pushes the stock up.

  This is the core new fundamental driver of Dell's AI business momentum.

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  Fiscal 2027 AI server revenue guided to $74B Dell expects AI server revenue of $74 billion in fiscal 2027, roughly triple last year's level, and sees a $1 trillion addressable market by 2030. This gives investors a concrete growth path, lifting confidence in Dell's earnings power.

  It quantifies the growth outlook and directly supports the bull case.

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  Morgan Stanley raises odds on $756 bull case After meeting Dell's COO, Morgan Stanley increased the probability of its $756 bull case, sending shares up 4%. The note highlights AI agents driving inference demand 87 times higher by 2030, reinforcing the long-term growth story.

  It shows a major analyst warming to the upside scenario, a fresh catalyst.

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  Memory shortage pushes up PC prices A severe memory-chip shortage, driven by AI data center demand, has forced Dell to raise high-end laptop prices by up to 25%. Higher component costs could squeeze margins and hurt PC demand, a real risk to profits.

  It is the main counterweight to the AI boom, affecting costs and consumer demand.

Based on 6 stories →

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  AI demand still early, backlog huge Dell's CEO said only 10-15% of companies are adopting AI infrastructure, with $95B in AI server backlog and 6,500 enterprise AI Factory customers. This signals years of future server sales, supporting revenue and profit expectations.

  Shows the core demand driver behind Dell's growth and why the backlog supports future revenue.

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  Oracle's $664B backlog lifts AI hardware peers Oracle's massive AI cloud backlog and data center expansion lifted Dell and HPE shares, reinforcing that AI infrastructure spending is broad and durable. Dell's own record $60.9B AI orders and $95B backlog align with this trend.

  Demonstrates that Dell's AI server demand is part of a wider, confirmed industry buildout.

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  Data center capex jumps 92%, Dell leads server OEMs Worldwide data center capital spending grew 92% in Q2 2026, with Dell leading server OEM revenue. Rising memory prices are lifting server prices, which can boost Dell's revenue even if unit costs rise.

  Confirms Dell's market leadership and strong industry spending that directly benefits its server business.

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  Supply constraints and new competition loom Dell's CEO warned semiconductor supply could get harder in 2027, and Apple is considering enterprise servers that would compete with Dell. These are real risks that could limit growth or pressure margins, though neither is certain yet.

  Provides the necessary counterweight: supply tightness and potential new competition that could cap Dell's upside.

Based on 7 stories →

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  Record Q2 results and massive AI backlog Dell reported record Q2 revenue of $46.97B, up 58%, with AI server revenue doubling to $16.4B and a record $60.9B in AI orders. The backlog hit $95B, showing demand extends well into 2028. This directly boosts revenue and profit expectations, pushing the stock up.

  This is the core new event that drove the stock up 15.81% and is the main reason for the period's move.

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  Raised FY2027 guidance by $25B Dell lifted its full-year revenue outlook to $192B from $167B, about $25B above analyst estimates, and raised EPS guidance to $25.50. This signals management sees sustained AI demand, giving investors confidence in future growth and lifting the stock.

  The guidance raise is a new, concrete signal of future growth that directly supports the stock's rise.

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  AI demand broadens beyond cloud providers Dell's AI servers are being adopted by academic and government projects, and peers like HPE and Broadcom also reported strong AI-driven results. This shows the AI infrastructure buildout is widespread, supporting Dell's server orders and investor optimism.

  This new evidence of broad-based demand reduces reliance on a few large customers and supports the sustainability of Dell's AI growth.

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  Memory chip price surge raises costs Apple's CEO warned of a 'hundred-year flood' in memory chip prices, and Dell has followed others in raising PC prices. Higher component costs could squeeze margins, though Dell has so far offset them with higher selling prices. This is a real risk to watch.

  This is the main counterweight to the positive AI story, highlighting a cost risk that could pressure margins.

Based on 17 stories →

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  Record Q2 results and massive AI backlog Dell reported record Q2 revenue of $46.97B, up 58%, with AI server revenue doubling to $16.4B and a record $60.9B in AI orders. The backlog hit $95B, showing demand extends well into 2028. This directly boosts revenue and profit expectations, pushing the stock up.

  This is the core new event that answers why Dell is moving now.

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  Raised FY2027 guidance by $25B Dell lifted its full-year revenue outlook to $192B from $167B, about $25B above analyst estimates, and raised EPS guidance to $25.50. This signals management sees sustained AI demand, giving investors confidence in future growth and lifting the stock.

  Guidance raise is a key new catalyst that drove the stock jump.

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  AI demand broadens beyond cloud providers Dell's AI servers are being adopted by academic and government projects, and peers like HPE and Broadcom also reported strong AI-driven results. This shows the AI infrastructure buildout is widespread, supporting Dell's server orders and investor optimism.

  Confirms the demand trend is not just a one-quarter blip.

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  Memory chip price surge raises costs Apple's CEO warned of a 'hundred-year flood' in memory chip prices, and Dell has followed others in raising PC prices. Higher component costs could squeeze margins, though Dell has so far offset them with higher selling prices. This is a real risk to watch.

  Provides a balanced view of a key risk that could pressure future profits.

Based on 14 stories →

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  New Texas AI research platform win Dell won a contract to supply a secure AI research platform for a Texas academic initiative, combining its AI infrastructure with Zero Trust security. This adds another large government/academic customer, reinforcing that Dell's AI hardware is being adopted beyond cloud providers and supporting future server revenue.

  It is a fresh contract win that expands Dell's AI customer base and supports the demand narrative.

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  Mizuho flags Dell as 2027 AI interconnect beneficiary A Mizuho note on AI networking demand named Dell among 2027 earnings beneficiaries of high-speed interconnect growth. While Dell is not a pure networking play, the mention signals that analysts see its AI infrastructure business benefiting from the broader buildout, which can attract incremental investor interest.

  It is a new analyst endorsement tying Dell to the expanding AI interconnect layer.

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  Zacks highlights Dell in AI data center growth theme Zacks named Dell among four stocks set to benefit from AI data center expansion, noting record quarterly revenue and a raised fiscal 2027 AI server revenue target of about $60 billion. This reinforces Dell's position as a key AI infrastructure supplier and supports positive sentiment ahead of earnings.

  It is a new third-party endorsement that reiterates Dell's AI-driven growth outlook.

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  J.P. Morgan expects Dell to raise guidance J.P. Morgan analysts expect Dell to raise its fiscal 2027 revenue guidance when it reports on Sept. 1, citing strong AI and non-AI infrastructure demand. They maintain an Overweight rating and a $565 price target. This sets up positive expectations into earnings, though it also raises the bar for results.

  It is a new analyst preview that directly shapes expectations for Dell's upcoming earnings.

Based on 6 stories →

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  Dell wins Texas A&M IGNITE AI supercomputer deal Dell was chosen to design and build Texas A&M's IGNITE AI and high-performance computing platform using PowerRack systems, liquid-cooled PowerEdge servers, and AMD GPUs. This concrete win shows Dell's hardware is being adopted for large AI projects beyond cloud providers, supporting future server revenue and the stock.

  A new customer win that directly supports Dell's AI server demand narrative.

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  Dell PowerEdge servers power new Armenia AI factory Firebird opened the CIS region's largest AI factory in Armenia using Dell PowerEdge servers and Nvidia chips. This is another real-world deployment that shows Dell's hardware is a building block for global AI expansion, which can lift investor confidence in sustained server orders.

  New evidence of Dell's products being used in a major international AI project.

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  Lenovo's blowout AI server results lift Dell and peers Lenovo reported much stronger-than-expected revenue and a 157% jump in its AI server pipeline to $54 billion, sending Dell up about 3%. Since Lenovo is a close competitor, its results signal that overall AI infrastructure spending is booming, which bodes well for Dell's own AI server business.

  A fresh peer read-across that directly boosted Dell's stock and confirms industry demand.

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  Morgan Stanley: storage and servers strong, PCs weakening Channel checks show enterprise spending on storage and servers remains very strong, but PC demand is deteriorating faster than expected, with third-quarter growth now seen near 6% versus 10% before. Dell benefits from the server and storage strength but faces a drag from its PC business, and some large deals are taking longer to close.

  A new analyst view that highlights both a positive and a negative force for Dell's overall business.

Based on 7 stories →

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  Record Q1 revenue and AI server surge Dell reported Q1 revenue of $43.84 billion, up 87.5% year-over-year and 21.5% above estimates, driven by AI server revenue up 757% to $16.1 billion. This confirms Dell's transformation into a major AI infrastructure player, supporting higher earnings and stock price.

  This is the core fundamental driver showing Dell's AI business is booming, directly boosting investor confidence and the stock.

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  Analyst upgrades and price target hikes Evercore ISI raised its price target to $500, and analysts forecast fiscal 2027 EPS of $18.41-$18.80, implying over 80% growth. Dell trades at a forward P/E of 21-24, which is attractive given its growth, attracting more buyers.

  Analyst actions and valuation comparisons directly influence investor sentiment and can push the stock higher.

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  AI spending sustainability concerns trigger selloff A WSJ report that NVIDIA may guarantee $250 billion for OpenAI's data centers sparked fears of circular financing and unsustainable AI spending. Dell slid 4% as investors worried the AI boom could cool, potentially reducing future server demand.

  This is a real counterweight that could pressure Dell's stock if AI infrastructure spending slows.

Based on 11 stories →

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  IBM warning signals enterprise IT budgets shifting to hardware IBM's revenue miss showed companies suddenly spending on servers and memory instead of software, sending Dell up 7.7%. This suggests strong near-term demand for Dell's hardware, though some buying may be panic-driven and short-lived.

  This is the main new catalyst this period, directly lifting Dell shares on a demand shift.

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  Microsoft CEO warns on AI data leakage, boosting on-premise demand Nadella's essay argued companies should run AI inside their own systems to avoid leaking secrets. That supports demand for Dell's on-premise AI servers, already reflected in Dell's $51 billion backlog.

  This new commentary reinforces the enterprise shift toward private AI infrastructure, a key demand driver for Dell.

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  Super Micro's record backlog lifts AI server sentiment Super Micro's $60 billion backlog signaled strong demand for Nvidia-powered AI servers, pushing Dell up 9.3%. Dell's own AI orders hit $24.4 billion, and it raised its fiscal 2027 AI server revenue target to $60 billion.

  This new event shows sector-wide demand strength and Dell's raised guidance, directly driving the stock.

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  Dell's AI server growth over 700% and earnings estimates surge Dell's AI server revenue jumped over 700% year-over-year, and analysts expect earnings per share to more than double this quarter. This confirms Dell's transformation into a major AI infrastructure player, supporting further stock gains.

  This new data point quantifies Dell's explosive AI growth and future earnings power, a core reason for investor optimism.

Based on 6 stories →

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  Memory shortage hits PC shipments and raises prices Global PC shipments fell 4.9% in Q2, with Dell's shipments down 5%, as a memory chip shortage disrupted production and forced laptop price hikes. The shortage could last until early 2028, pressuring Dell's PC business and potentially slowing demand.

  It is a new negative development that directly affects Dell's PC segment and overall profitability.

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  Analyst price target hikes and Trump endorsements boost sentiment Piper Sandler raised its price target to $497, implying 19% upside, and President Trump publicly endorsed Dell stock again after a $6 billion donation from the Dell family. These events boost investor confidence and can attract more buyers.

  It shows new catalysts that could push the stock higher in the near term.

Based on 7 stories →

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  Analysts raise price targets on higher server market forecast Morgan Stanley lifted its server market forecast to $809 billion for 2026 and raised Dell's price target to $477 from $448. Other analysts set targets as high as $503, implying more upside. These upgrades boost investor confidence and can push the stock higher.

  Shows fresh analyst optimism that directly influences investor expectations and price targets.

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  GF Securities downgrade triggers sharp selloff GF Securities downgraded Dell on June 25, sending the stock down over 9% that day. The downgrade followed a nearly 200% rally since February, raising concerns that the stock has run too far, too fast. This is a real counterweight to the bullish AI narrative.

  It is a new negative event that caused a significant price drop and highlights valuation risk.

Based on 11 stories →

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  AI server demand explodes, driving record results Dell's AI-optimized server revenue jumped 757% to $16.1 billion, with $24.4 billion in new orders and a record $51.3 billion backlog. Total revenue hit $43.8 billion, up 88% year over year. This massive demand is the main reason the stock has soared and is expected to keep growing.

  This is the core driver of Dell's stock surge and future growth.

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  Analysts see more upside, price targets jump After the blowout quarter, analysts raised price targets, with one bull case at $500 per share. Dell also raised full-year revenue guidance to $165–$169 billion and expects AI server revenue to hit $60 billion, up 144%. This boosts investor confidence and can push the stock higher.

  Shows how analyst optimism and raised guidance can fuel further price gains.

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  New NVIDIA platform partnership opens more demand Dell is named as a system builder for NVIDIA's new Vera Rubin supercomputers, with its PowerEdge XE8812 server chosen for a national lab. This ties Dell to the next wave of AI infrastructure spending, supporting future revenue and stock gains.

  Highlights a new product partnership that expands Dell's AI opportunity.

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  Memory cost surge squeezes margins, stock drops Dell's gross margin fell to 18% from 21% as memory chip prices quadrupled. The company has raised prices, but costs keep climbing. This margin pressure is a real risk and caused the stock to drop 6% on June 25, with more pain possible.

  This is the main counterweight to the AI boom and directly pressures profits.

Based on 8 stories →